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Why RM got our attention Its now every CEOs problem Not doing it is very expensive $2.8B spent on e-discovery in 2007 Adverse inference for improper production: $1.45B in damages Getting it right is challenging: 43% of respondents have NO e-records plan 53% have no system to hold e-records

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Business Framework Some information must be retained, but we cant keep everything Critical and foremost: Prevent Insufficient Retention Additionally: Reduce unnecessary retention

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Stakeholders Companies: No/disorganized picture of current status Fear additional costs Employees: No awareness/understanding of records management policies Its too much extra work IT: Non-standard/integrated storage methods Information Lifecycle ends with storage No one is aware of the need for change!

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Microsofts corporate IT/RM requirements Document / records management: Central storage, decentralized access Works in the places they already use Company controls retention policies Records automatically sent to long-term repository Very easy for end-users: Users retain control over the places they use Simple concepts for identifying docs for retention Users dont need to see the whole file plan

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Requirements (continued) Litigation Holds: Search to find relevant documents Documents can be collected remotely No disposition until holds are lifted Users, documents can be placed on hold PSTs (Non-server managed e-mail): Ability to phase these out for good!

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Microsofts e-mail pilot Why did we start with e-mail? You are over quota… Would you like to auto-archive now? Goals: Validate policies are clear & can be followed Test feasibility/impact of user categorization Verify whether automated cleanup works